Version 5.03
Release Date: 2026-08-09
New and Updated Features
This is a list of the new features, functions and enhancements added since the previous release
- E-forms
- Combined Signature Pad – Added personal signature support (applied to 4.38/4.37)
- Added Data Source field
- Added Chart fields 9 Bar, Line, Pie and Stacked Bar
- Made Calendar and Map fields available to all sites – used to be Enterprise Only
- Updated Calendar and Location Map so they can bind to Data Source fields
- Workflow
- CSV Line Loop – Added [CSVAN:(header)] to allow easier extraction of values in columns with parentheses, etc. (applied to 4.38/4.37)
- REST Action – Added support for logging Response Code and added failure updates (applied to 4.38/4.37)
- Removed IMAP and POP3 actions
- Added Searchable PDF option to “Convert Document to PDF” action
- Admin
- Rights Change – Admins that are not FULL admins but have User Admin rights can manage all settings for users except granting Admin rights and using the “Log In As” feature
- Updated all list filters to persist
- Added filtering to workflow list
- Data
- Updated Record Type Link fields to work like Text and not reformat Number/Date values
- Variables
- TABLE – Added option to use wildcards in column names
- CSVFORMAT – Updated to remove line feed and carriage return characters
- CLEANCUR – Updated the logic to convert 12,34 (comma) to 12.34 (period)
- System
- SMS on cloud is now only active for workflow notifications unless site adds their own Twilio info
- SMS on premise is available if the site adds their own Twilio info
- Viewer
- Added support for MarkDown (MD) files
- Added thumbnail support for E-forms using a generalization of the form contents
- SSO
- SSO is now supported in the Admin screens directly with no PS required to implement
AI Features in this Release
- Admin – Added “AI Builder” options that allow for AI generated and edited system objects
- Users
- Teams
- Record Types
- Workflows
- Add-Ins
- Action Sets
- E-forms
- Admin
- E-form Converter (doc to E-form)
- Admin chat bot
- Workflow Summarizer
- General User
- User chat bot
- Search (Dig Deeper)
- Record
- Record Summarizer
- Document
- Document Summarizer
- Reply Generator
- Workflow
- AI Invoice Indexing
- AI Data Matching (used for Vendor match, etc.)
- AI Document Classification
- AI Auto Annotation
Fixes
This is a list of the issues we fixed since the previous release
- Login / Security
- User security is preventing users from changing their passwords (applied to 4.38/4.37)
- Login – Users getting V3 errors after login (applied to 4.38/4.37)
- Login – Users getting errors when password change is forced (applied to 4.38/4.37)
- Viewer
- Click indexing not working on first load. Have to close and re-open edit screen (applied to 4.38/4.37)
- Record Entry – hidden fields show up in line items when editing
- Workflow
- Reverse matching not working properly when > 100 characters in match field
- Reverse Matching is not using disqualifying words properly
- Users without save rights are triggering a Record Save when a workflow button is clicked which causes error message
- Due Date filter rule UI accepts variables but rule itself only accepts numbers – changed UI to number input
- Variables
- ISNUMERIC is failing when the value has leading or trailing spaces (applied to 4.38/4.37)
- End bracket – ] – in text breaks tokens
- Add-Ins
- Toolbar add-ins cannot launch E-forms
- Reports
- Computing storage size can fail if someone purges a document while report is running
- Data Trail Report – Document level data items are showing up when they should not be
- E-forms
- Fixed issue with Undo/Redo in E-form editor and made it a smoother interaction
- Fixed issue with Hide/Show Controls option that prevented drag and drop from working